Articles

“The secret to humor is surprise”. I’m not sure that Aristotle’s view on surprise was of much humor to those in the recent banking crisis. As a couple of big banks recently discovered how quickly the tide can go out, it made us all wonder how deep and wide this crisis might become. It’s a

Much has been written about the uber-successful entrepreneurs who have not only made a name for themselves, but they have improved the lives of millions of people. Think Gates, Jobs, Branson, Bezos. These men have built incredible companies that transcend their own lives and deliver world-class solutions to people all over the world. How did

Another New year and another opportunity to grow. The onset of a new year offers so many reasons to reflect and project; what will 2023 look like and how can you best position your firm to become the business you want it to be? As interest rates have risen, the markets have declined, and concern

Pablo Picasso said, “Action is the foundational key to all success.” Yes, we all know that inaction builds nothing, and there’s no question that implementing ideas is a critical ingredient to the success of your advisory practice. However, there’s one caveat to the action imperative: You must make sure you’re taking the right action. As

Why does a street legal car need to have the ability to travel to speeds of 253 miles per hour? It doesn’t, but there’s one that did just that. When the Bugatti Veyron was introduced back in 2005, it set the automotive world ablaze. Story after story was written about the mechanics and thrills of

How often have we told clients to “Buy the dip, dollar cost average in, or rebalance the portfolio to take advantage of volatility”? These are more or less generally accepted truths about investing that we all subscribe to. Each of these strategies, however, goes against our human nature, which is why we have to keep

The biggest breakthroughs in our business generally happen because of one of two reasons: 1. We approach a problem from an entirely new perspective, or 2. From an extremely painful experience, which generally causes the new perspective in option #1. In other words, it’s the obstacles that we confront that lead to the biggest breakthroughs. 

It’s astounding how much I paid to have someone ask me that question. And they didn’t ask me just once, not twice, but six times. Yet it was worth every penny. Something was brewing inside of me that simply had to be dealt with. It’s probably brewing inside of you too. It was nagging at

Myth: Busted. I’ll never think the same way again. What myth, you ask? The myth that all clients want their planning to be simpler and less complicated. Ah, if only life could be as simple as it once was.

We can all agree that without a flow of qualified prospects, an advisor isn’t able to do all that much advising. We need prospects and we need them to become clients in order to build a healthy business that serves people in their financial planning needs. But I think it’s worth considering whether all prospects are created equal. Because if they’re not all the same, then should we consider treating them differently from one another? I’m not just talking about A, B, and C clients either. There’s something else going on that we really should pay attention to.